Account Executive, Wholesale Casualty
$60,000–$75,000 year
RemoteUnited States or San Francisco, California, United States
Job Summary
Manage the renewal lifecycle of commercial insurance accounts, including policy submissions, renewals, endorsements, and client support. Coordinate with carriers and brokers to ensure accurate coverage placement and timely renewals while maintaining precise policy documentation and client records. Utilize insurance brokerage systems like Titan and Excel for reporting, tracking, and data analysis to support team initiatives that improve operational efficiency. This Account Executive role supports a middle-market brokerage team specializing in real estate and commercial industries, offering hands-on training and mentorship from senior leadership.
Required Qualifications
- Minimum 1+ years of professional experience in commercial insurance
- Experience managing client accounts, financial data, or complex documentation
- Experience with policy administration, renewals, or underwriting support
- Strong proficiency in Microsoft Excel, including formulas and data management
- Strong attention to detail and organizational skills
- Ability to manage multiple client accounts and deadlines within a very fast paced environment
- Property & Casualty (P&C) License required for consideration
Desired Qualifications
- Experience in the wholesale insurance industry and within various markets
- Familiarity with insurance agency management systems or brokerage platforms, ImageRight and AIM a major plus
- Experience working with middle market commercial clients
- Bachelor's degree in Business, Finance, Accounting, or Risk Management
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